Claiming benefits on an ex can speed collection of benefits on a new spouse.
The parties in the MIT 401(k) suit negotiated an agreement that spares Ms. Johnson from having to undergo cross-examination.
Despite overwhelming bipartisan support in the House, measure remains stuck in the Senate.
Legal and administrative challenges have stalled uptake by plan sponsors.
Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations
Platform leverages the SEC's crowd-funding regulations to give all investors access to alternatives.
Investing in other funds in addition to a TDF adds risk and defeats the purpose.
BrightPlan Coach fashions a financial plan for each employee and provides guidance on spending, financial goals, investing, debt management, estate planning and insurance.
Promoters of insurance products can say pretty much anything in their marketing materials
Mr. Schlichter, who represents plaintiffs in the suit against MIT, is seeking to have Ms. Johnson testify about a quid-pro-quo allegation.
The accounts come with powerful tax advantages, but not many people use HSAs, and even fewer use them in the optimal manner.
Kari Ann Buckles kept $2,264 she was supposed to deposit, Finra says.
A type of trust known as a GRAT allows for larger tax-free transfers when interest rates are low
It's critical that advisers educate clients about the benefits and trade-offs related to claiming Social Security at various ages.
Worksites provide huge opportunity for 401(k) advisers to integrate fintech solutions.
What would the 401(k) industry look like if firms could start with a blank slate instead of a legacy platform?
Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020.
Employee savings rate also hit a record in Q2 at 8.8%
The ruling could mean plan sponsors can force employees into individual arbitration rather than defend a class-action suit.
Agency will soon issue a rule that will likely require electronic statement delivery unless participants opt out.
